Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,248 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q2 2023
Institutional positions in Microsoft Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,816
- +138 vs. Q1 2023
- Shares held
- 5.27B
- −241.3M (−4.4%) vs. Q1 2023
- Total value
- $1.79T
- +$274.5B (+18.1%) vs. Q1 2023
- New holders
- 219
- 1,781 more added
- Sold out
- 81
- 2,495 more reduced
40 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Act Two Investors LLC | 137,547 | $46.8M | 13.10% | +10,809+8.5% | Added |
| PFG Advisors | 137,461 | $46.8M | 3.56% | +1,063+0.8% | Added |
| Beaumont Financial Advisors, LLC | 137,164 | $46.7M | 4.35% | +364+0.3% | Added |
| Burney Co | 136,854 | $46.6M | 2.14% | +13,088+10.6% | Added |
| Equitable Holdings, Inc. | 136,772 | $46.6M | 0.67% | +11,428+9.1% | Added |
| Roundview Capital LLC | 136,558 | $46.5M | 4.54% | +1,905+1.4% | Added |
| Ballentine Partners, LLC | 136,459 | $46.5M | 1.07% | +2,046+1.5% | Added |
| Gamco Investors, Inc. Et Al | 136,190 | $46.4M | 0.49% | −2,055−1.5% | Reduced |
| Wendell David Associates Inc | 136,160 | $46.4M | 5.24% | −111−0.1% | Reduced |
| Bank of Hawaii | 136,089 | $46.3M | 2.55% | −3,104−2.2% | Reduced |
| CWA Asset Management Group, LLC | 135,974 | $46.3M | 3.18% | +3,451+2.6% | Added |
| TD Private Client Wealth LLC | 135,593 | $46.3M | 2.00% | −16,598−10.9% | Reduced |
| Capital Investment Services of America, Inc. | 135,644 | $46.2M | 5.04% | −2,341−1.7% | Reduced |
| PFS Investments Inc. | 135,363 | $46.1M | 0.75% | −3,893−2.8% | Reduced |
| Coerente Capital Management | 135,118 | $46.0M | 9.88% | −9,343−6.5% | Reduced |
| Appleton Partners Inc | 134,694 | $45.9M | 3.87% | +3,385+2.6% | Added |
| MainStreet Investment Advisors LLC | 134,551 | $45.8M | 4.97% | −4,048−2.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 134,143 | $45.7M | 10.72% | −10,748−7.4% | Reduced |
| Pennant Investors, LP | 134,000 | $45.6M | 16.20% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 133,792 | $45.6M | 3.84% | −4,457−3.2% | Reduced |
| Veriti Management LLC | 133,642 | $45.5M | 5.07% | +1,418+1.1% | Added |
| Beese Fulmer Investment Management, Inc. | 133,371 | $45.4M | 4.91% | −3,380−2.5% | Reduced |
| Greenwood Gearhart Inc | 133,322 | $45.4M | 5.29% | +1,138+0.9% | Added |
| Hemenway Trust Co LLC | 133,070 | $45.3M | 4.45% | −2,288−1.7% | Reduced |
| Pittenger & Anderson Inc | 132,582 | $45.1M | 2.17% | −1,489−1.1% | Reduced |
| Two Sigma Securities, LLC | 131,980 | $44.9M | 3.68% | +42,599+47.7% | Added |
| Vestmark Advisory Solutions, Inc. | 131,753 | $44.9M | 1.72% | −2,567−1.9% | Reduced |
| Trust Co of Toledo NA | 131,560 | $44.8M | 7.57% | +6,203+4.9% | Added |
| NJ State Employees Deferred Compensation Plan | 131,500 | $44.8M | 6.46% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 131,211 | $44.7M | 6.56% | +131,211 | New |
| Financial Advocates Investment Management | 131,184 | $44.7M | 3.29% | −5,893−4.3% | Reduced |
| Trust Co of Virginia | 130,778 | $44.5M | 4.74% | −2,901−2.2% | Reduced |
| Hoey Investments, Inc | 130,074 | $44.3M | 14.65% | +1,857+1.4% | Added |
| Yarbrough Capital, LLC | 129,794 | $44.2M | 2.50% | −1,537−1.2% | Reduced |
| Cobblestone Capital Advisors LLC | 129,665 | $44.2M | 3.12% | −334−0.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 128,653 | $43.8M | 2.65% | −24,431−16.0% | Reduced |
| Petredis Investment Advisors LLC | 128,391 | $43.7M | 6.01% | −579−0.4% | Reduced |
| Sowell Financial Services LLC | 128,244 | $43.7M | 2.43% | +24,328+23.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 128,242 | $43.7M | 2.07% | +2,096+1.7% | Added |
| SCS Capital Management LLC | 127,917 | $43.6M | 1.07% | −15,902−11.1% | Reduced |
| BancorpSouth Bank | 127,498 | $43.4M | 3.78% | +1,348+1.1% | Added |
| Novare Capital Management LLC | 127,419 | $43.4M | 4.66% | −8,072−6.0% | Reduced |
| Van Cleef Asset Management,Inc | 127,331 | $43.4M | 6.66% | −13,956−9.9% | Reduced |
| Managed Asset Portfolios, LLC | 127,303 | $43.4M | 6.51% | −1,685−1.3% | Reduced |
| Junto Capital Management LP | 126,674 | $43.1M | 1.09% | +126,674 | New |
| Crake Asset Management LLP | 126,073 | $42.9M | 5.79% | +57,000+82.5% | Added |
| Shufro Rose & Co LLC | 125,888 | $42.9M | 3.92% | −436−0.3% | Reduced |
| Capital Fund Management S.A. | 125,774 | $42.8M | 0.67% | +125,774 | New |
| Founders Capital Management, LLC | 125,470 | $42.7M | 9.52% | −1,366−1.1% | Reduced |
| Brookstone Capital Management | 126,427 | $42.6M | 0.86% | +6,242+5.2% | Added |
| Anderson Hoagland & Co | 124,803 | $42.5M | 5.46% | +2,320+1.9% | Added |
| Osborne Partners Capital Management, LLC | 124,757 | $42.5M | 3.06% | −2,396−1.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 124,658 | $42.4M | 2.85% | −2,310−1.8% | Reduced |
| GW Henssler & Associates Ltd | 124,204 | $42.3M | 2.78% | −534−0.4% | Reduced |
| Ritholtz Wealth Management | 123,776 | $42.2M | 1.90% | +4,427+3.7% | Added |
| Sycomore Asset Management | 125,339 | $42.1M | 9.84% | +8,188+7.0% | Added |
| McIlrath & Eck, LLC | 123,445 | $42.0M | 8.81% | −1,159−0.9% | Reduced |
| Hound Partners, LLC | 123,375 | $42.0M | 9.53% | −23,308−15.9% | Reduced |
| Carret Asset Management, LLC | 123,159 | $41.9M | 5.56% | −3,391−2.7% | Reduced |
| Grace & Mercy Foundation, Inc. | 122,730 | $41.8M | 12.71% | −32,100−20.7% | Reduced |
| Northeast Financial Consultants Inc | 122,434 | $41.7M | 2.56% | −1,611−1.3% | Reduced |
| Stonebridge Capital Advisors LLC | 122,355 | $41.7M | 4.43% | +463+0.4% | Added |
| Janney Capital Management LLC | 122,352 | $41.7M | 2.89% | +243+0.2% | Added |
| Heritage Trust Co | 122,179 | $41.6M | 6.09% | +3,519+3.0% | Added |
| WestEnd Advisors, LLC | 122,059 | $41.6M | 1.22% | – | – |
| Dynamic Advisor Solutions LLC | 121,771 | $41.5M | 2.15% | −2,781−2.2% | Reduced |
| Equitable Trust Co | 121,657 | $41.4M | 3.17% | −6,400−5.0% | Reduced |
| Washington Trust Bank | 121,553 | $41.4M | 4.23% | −3,310−2.7% | Reduced |
| Stillwater Capital Advisors, LLC | 121,500 | $41.4M | 7.32% | −649−0.5% | Reduced |
| Overbrook Management Corp | 121,499 | $41.4M | 9.83% | −1,156−0.9% | Reduced |
| Ninety One SA (PTY) Ltd | 121,108 | $41.3M | 10.22% | +1,320+1.1% | Added |
| Pallas Capital Advisors LLC | 119,437 | $41.3M | 1.87% | −16,280−12.0% | Reduced |
| Garde Capital, Inc. | 120,869 | $41.2M | 3.43% | +8,531+7.6% | Added |
| Insight Holdings Group, LLC | 120,800 | $41.1M | 0.95% | +20,000+19.8% | Added |
| Cornerstone Investment Partners, LLC | 120,786 | $41.1M | 2.53% | +550.0% | Added |
| Manitou Investment Management Ltd. | 120,572 | $41.1M | 9.77% | −25,802−17.6% | Reduced |
| Schnieders Capital Management LLC | 120,355 | $41.0M | 8.56% | +320+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 120,277 | $41.0M | 1.56% | +3,105+2.6% | Added |
| Linscomb & Williams, Inc. | 120,190 | $40.9M | 2.21% | −4,158−3.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 119,815 | $40.8M | 8.31% | −1,741−1.4% | Reduced |
| Chicago Capital, LLC | 119,334 | $40.6M | 1.83% | −573−0.5% | Reduced |
| Level Four Advisory Services, LLC | 118,879 | $40.5M | 2.43% | −10,426−8.1% | Reduced |
| Pictet North America Advisors SA | 118,709 | $40.4M | 5.60% | −4,767−3.9% | Reduced |
| Callahan Advisors, LLC | 118,386 | $40.3M | 4.90% | −470.0% | Reduced |
| Renaissance Group LLC | 118,194 | $40.2M | 1.74% | −4,568−3.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 117,997 | $40.2M | 1.93% | −4,145−3.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 117,671 | $40.1M | 3.21% | −17,551−13.0% | Reduced |
| WSFS Capital Management, LLC | 117,604 | $40.0M | 3.76% | −3,753−3.1% | Reduced |
| Independent Financial Group, LLC | 117,372 | $40.0M | 2.76% | +8,005+7.3% | Added |
| Stewart & Patten Co LLC | 117,086 | $39.9M | 6.52% | −6,975−5.6% | Reduced |
| Cubist Systematic Strategies, LLC | 116,715 | $39.7M | 0.44% | +114,368+4,872.9% | Added |
| Caxton Associates LP | 116,389 | $39.6M | 5.86% | +116,389 | New |
| Night Owl Capital Management, LLC | 116,326 | $39.6M | 10.24% | −3,417−2.9% | Reduced |
| Ropes Wealth Advisors LLC | 115,865 | $39.5M | 6.55% | +2,092+1.8% | Added |
| Noked Israel Ltd | 115,820 | $39.4M | 13.49% | −24,570−17.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 115,650 | $39.4M | 13.58% | −1,117−1.0% | Reduced |
| Addenda Capital Inc. | 115,623 | $39.4M | 1.65% | −11,398−9.0% | Reduced |
| Auxier Asset Management | 115,610 | $39.4M | 6.53% | −10.0% | Reduced |
| DDD Partners, LLC | 115,601 | $39.4M | 5.45% | −3,030−2.6% | Reduced |
| Clarkston Capital Partners, LLC | 115,377 | $39.3M | 0.71% | +358+0.3% | Added |